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Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign
Bloomberg82d agoneutral
Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign

(Bloomberg) -- Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at the same time one of the least expensive stocks in the market. While that dichotomy looks bullish on the surface, it may be more of a warning sign than a green light for investors.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil S

How Much Further Can the Chip Rally Run?
The Wall Street Journal82d agobullish
How Much Further Can the Chip Rally Run?

Even by the standards of the artificial-intelligence boom, the gains in chip stocks this year have been extraordinary. Sandisk has soared 570%. Intel has more than tripled. Samsung, Micron and SK Hynix have all climbed into the ranks of $1 trillion companies.

Assessing Lam Research (LRCX) Valuation After AI Capex Surge And Strong Earnings
Simply Wall St.83d agobullish
Assessing Lam Research (LRCX) Valuation After AI Capex Surge And Strong Earnings

Lam Research (LRCX) is back in focus after Micron signaled heavy AI related capital spending, reinforcing expectations of tight chip supply and multi year capacity builds that feed directly into semiconductor equipment demand. See our latest analysis for Lam Research. Short term, Lam Research’s share price has cooled slightly with a 1 day share price return that declined 1.16%. However, the 30 day share price return of 22.92% and year to date share price return of 72.34%, alongside a very...

Analyst who predicted Micron rally has new message
TheStreet83d agobullish
Analyst who predicted Micron rally has new message

Shares of Micron Technology (MU) kept surging after the chipmaker posted its biggest one-day gain in more than a decade. The stock rose 3.6% on May 27, extending a massive rally after shares jumped 19.3% the previous day. Micron has now climbed roughly 77% over the past month, while the stock is up ...

Goldman Says Nvidia and Micron Are the Biggest AI Winners: 5 Stocks to Take Advantage of it Now
24/7 Wall St.83d agoneutral
Goldman Says Nvidia and Micron Are the Biggest AI Winners: 5 Stocks to Take Advantage of it Now

Goldman Sachs just named NVIDIA and Micron Technology the biggest AI winners of the next earnings cycle, and the stock is already moving. Micron is up 214% year-to-date. If you are still trying to decide whether the AI compute and memory supply chain has more room, the crowd that owns it has stopped waiting for ... Goldman Says Nvidia and Micron Are the Biggest AI Winners: 5 Stocks to Take Advantage of it Now

Micron surges: Where the $1T memory chipmaker fits into AI trade
Yahoo Finance Video83d agobullishVIDEO
Micron surges: Where the $1T memory chipmaker fits into AI trade

As shares of memory chipmaker Micron Technology (MU) maintains gains after its market cap crossed above $1 trillion this week, Yahoo Finance Markets and Data Editor Jared Blikre compares how the chip stock holds up to the performance of Nvidia (NVDA) and the broader AI trade.

Salesforce Earnings Can Put AI Fears to Bed, Give Stock a Lift
Bloomberg83d agoneutral
Salesforce Earnings Can Put AI Fears to Bed, Give Stock a Lift

(Bloomberg) -- While software stocks rebound from the artificial intelligence-driven wipeout earlier this year, Salesforce Inc. hasn’t really benefited. But its earnings after the close Wednesday could pull the company’s shares out of their malaise. Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadEx-President Biden Sues to Stop DOJ Sharing I

Zuckerberg Just Gave Away Why You Should Buy Micron, Not Meta
24/7 Wall St.83d agobullish
Zuckerberg Just Gave Away Why You Should Buy Micron, Not Meta

During Meta’s (NASDAQ:META) Q1 2026 earnings call, Zuckerberg said something that most other hyperscalers skimmed over. He said that while Meta Platforms was expanding its data center capacity and increasing its spending, he said, “…we are increasing our infrastructure capex forecast for this year. Most of that is due to higher component costs, particularly memory ... Zuckerberg Just Gave Away Why You Should Buy Micron, Not Meta